The platform

The client relationship, with the work around it.

See how appointments, client records, home care, communication, and studio responsibilities fit together, from preparing for a visit to following through afterward.

01 · Scheduling and access

Shape availability around your practice.

Offer online booking, reserve selected services for eligible clients, review requests, or invite a client into a specific opening. Support alternating-week schedules, retain cancellation reasons, and surface useful waitlist matches.

Explore booking & invitations
Example · Calendar
WEEK OF MAY 12 · WEEK BStudio calendar
Week
Tue 13Wed 14Thu 15
9 AM11 AM1 PM3 PM
Maria L.Signature facial
Elena W.Follow-up
1:30 PM opening3 waitlist matches
Sofia R.Custom facial
Alternating-week schedule Cancellation reason saved Waitlist matches ready

Service eligibility

Choose who can book—and when.

Publish selected booking blocks while keeping the rest of your working schedule under studio control.

Example · Service access
SERVICE SETTINGSNew client facial
Active
Public bookingHidden from the public booking page
Approved clientsEligible clients can continue
Existing clientsEligible clients can continue
Appointment requestsEligible clients can continue

02 · Client records

Speak your notes. Keep the visit documented.

Dictate appointment notes into the client record, alongside intake, treatment history, photographs, and home care. When your practice works with a medical director, keep review and sign-off connected to the same client record.

CLAIRE MORGAN · MAY 14 VISIT

Voice note connected to the client record

Documentation ready
Dictated after the appointment1:42 · transcribed into the chart
“Skin felt calmer today. Continue the simplified routine for two weeks and check in before the next facial.”
Intake and treatment historyHome-care routine
OPTIONAL PRACTICE WORKFLOW
1Dictated noteCaptured
2Provider reviewReviewed
3Medical director sign-offSigned May 15

Solo practices can use voice charting without adding a director-review step.

03 · Claire’s home care

Carry the visit into the weeks between.

Share clear steps, ask a focused question, and return the answer to the same client story.

Interactive product previewClaire Morgan · Home care
PERSONALIZED ROUTINE

Claire’s daily routine

Morning

01Gentle cleanserMassage onto damp skin⋮⋮
02Hydrating serumPress 2–3 drops into skin⋮⋮
03Daily SPFApply as the final step⋮⋮

Evening

01Gentle cleanserRepeat the morning cleanse⋮⋮
02Comfort moisturizerApply to face and neck⋮⋮
USAGE NOTES

Guidance for Claire

Keep the routine simple for two weeks. Use the hydrating serum on slightly damp skin.

Hydrating serumRecommended with usage note

04 · Daily work

Keep the next step clear.

Keep follow-up, preparation, recurring studio responsibilities, and direct reviews visible with their owner and due date.

WORK BETWEEN APPOINTMENTS

Every next step has an owner.

Example task board

To do

RecurringRestock treatment-room linens

Studio responsibility

AmyMay 14
Client follow-upCheck in after custom facial

Claire Morgan · May 14 appointment

NoraMay 16

In review

Direct assignmentReview consultation notes

Maya Chen · Provider review

Dr. LeeMay 15

Planned

Content planningPrepare home-care feature

Content plan · does not publish

SofiaMay 20

05 · Communication

One team inbox. The client’s story stays together.

Bring client messages and team replies into one shared inbox tied to the client record. Keep the conversation close to appointments, home care, and the next follow-up.

SHARED TEAM INBOX · CLAIRE MORGAN

The conversation beside the client context.

Assigned to Amy
Client messageToday · 10:24 AM
CM

My skin feels calmer with the simpler routine.
Should I keep using the serum every morning?

Amy

Yes—keep the morning serum in place. I’ll note this for your next visit.

06 · Content planning

Give the next post a place in the plan.

Organize images, caption drafts, owners, and planned dates. Planning a post does not publish it.

CONTENT LIBRARY

Ideas, drafts, and reusable assets

EducationWhy daily SPF matters

A short guide to choosing and reapplying daily protection.

Draft · Owner: Sofia
Home careA simple evening routine

Three calm steps clients can return to each night.

Ready · Owner: Sofia
ServiceMeet the custom facial

How a personalized appointment begins with listening.

Draft · Owner: Sofia
RelationshipStudio check-in

A thoughtful question to carry care between visits.

Idea · Owner: Sofia
PLANNING SCHEDULE

May

16A simple evening routinePlanned · Sofia
20Why daily SPF mattersDraft · Sofia
24Studio check-inIdea · Sofia

Planning dates organize the work. They do not publish posts to a social account.

07 · Connections

Use the tools you already rely on.

Connect commerce and Meta booking attribution in Studio. Connected adds Klaviyo, Zapier, custom connections, and your chosen compatible AI assistant.

Studio

Shopify

Keep the products in a client’s home-care plan connected to your store.

Connected

Klaviyo

Use client and practice context in the communication you manage through Klaviyo.

Connected

Zapier

With Connected, link routine practice actions with the other tools you use.

Studio

Meta booking attribution

Connect booking activity with Facebook advertising to see which Meta campaigns bring clients to your practice.

BOOKING SOURCEMeta · Spring skin campaignAppointment request received
Connected

Your AI assistant

With Connected, let a compatible assistant help review client context, prepare routine changes, find openings, and organize follow-up.

Connected

Custom connections

With Connected, use API and webhook access to connect EstyVite with other systems.

Compare your setup

See how the work around client care differs.

Compare EstyVite with Square Appointments, Booker, Boulevard, and Zenoti.

Open the comparison

Founding-practice pilot

Bring your way of working into EstyVite.

We’re inviting estheticians and skincare studios into the founding-practice pilot, with hands-on setup and direct access to the team.

Apply for early access